Plan Ledger DOL Form 5500 · updated monthly

Barr & Barr, Inc.401(k)

EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.36%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Barr & Barr, Inc. reported $131,306 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,331 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.37% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 1,629th-largest of 5,648 plans among New York employers on file, and the 1,265th of 5,337 in construction. In 2023, employees put in $5.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,874,310
Participants with balances189
Active participants125
Employer contributions$291,348
Employee contributions$1,673,722
Employer contribution per active participant$2,331
Average account balance$205,684
Benefits paid to participants$4,529,006
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 179 accts · $287K emplr
2023$38.9M · 189 accts · $291K emplr
2022$35.0M · 192 accts · $322K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$75,711
Investment management$55,595
Total administrative$131,306
The Barr & Barr, Inc. 401(k) match · 2023
Employer contribution per active participant$2,331
Median for plans this size$2,440
2024$2,430 per active participant
2023$2,331 per active participant
2022$2,495 per active participant

Barr & Barr, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
WEALTHCARE ADVISORY PARTNERS LLC · Investment advisory (plan)$53,962
EMPOWER ADVISORY GROUP, LLC · Investment management$1,633

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$93,914 · 0.24%
2023$131,306 · 0.36%
2022$148,626 · 0.37%
All plans at this employer2
EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC.401(k)
BARR & BARR, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · New York

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Source: U.S. Department of Labor, Form 5500 series, EIN 130469970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.